Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Ocello is a financial advisor with over 30 years of experience in the industry. He has held licenses with a number of firms, including Janney Montgomery Scott LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., Lehman Brothers Inc., Robert Todd Financial Corp., and Blinder, Robinson & Co., Inc. Frank currently works with American Portfolios Financial Services, Inc. and specializes in providing financial advice to individual clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NY
08/17/2009 - Present
American Portfolios Financial Services, Inc. (HOLBROOK NY)
NY
05/04/1999 - 09/02/2009
JANNEY MONTGOMERY SCOTT LLC (HAUPPAUGE NY)
NY
07/12/1994 - 04/15/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 08/17/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
01/31/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/08/1988 - 02/11/1989
ROBERT TODD FINANCIAL CORP.
NA
08/18/1987 - 09/04/1987
BLINDER, ROBINSON & CO., INC.
BC
Issued 08/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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